+157.4%
GE vs NDAQ
+472.5%
-315.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | 0.0% |
| 7D | +5.4% | +2.9% | +2.5% | +4.0% |
| 30D | +9.6% | +17.5% | -7.8% | +1.1% |
| 3M | -7.7% | +15.4% | -23.2% | -14.3% |
| 6M | +14.0% | +24.6% | -10.6% | +0.9% |
| YTD | +10.2% | +14.4% | -4.3% | +0.9% |
| 1Y | +8.9% | +26.9% | -18.0% | -5.8% |
| 3Y | +273.7% | +119.8% | +153.8% | +137.5% |
| 5Y | +410.2% | +70.5% | +339.7% | +264.7% |
| 10Y | +157.4% | +475.8% | -318.4% | +3.8% |
| All | +157.4% | +472.5% | -315.0% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling